Sage 50 UKI Ideas Portal

Keep quotes off the sales order list until they are won and converted to a sales order.

It would be much easier if all customer quotes stayed on the quotes list until they are won.  Once they are won they could be converted to a sales order and added to the sales order list. 

Having all quotes on the sales order list makes scanning through them and reconciling etc. very complocated, not to mention reporting on sales orders harder.

  • Guest
  • Jun 22 2023